Bots in Webex
Bots can help to extend the functionality in Webex to include a third-party app. You can add bots to Webex spaces and interact directly with the third-party app from the space. When you've added the bot to the space you can send a help message to the bot and the response includes the commands that the bot supports.
You can add a bot to any type of space. Add a bot to your project space with other people and interact directly with the third-party app in your space. Or you can create a space with just you and the bot to interact with the third-party app.
The Cisco Webex App Hub contains a catalog of bots and apps developed by Cisco and third-party developers.
Cards in Webex
Bots can present information within Webex in various ways. However, using cards makes it easier for users to interact directly with the bot’s response to a command. You can select from drop-down menus, use buttons, and even use text fields to update and gather information.
For more information on the cards framework, see https://developer.webex.com/blog/new-buttons-cards.
You can report any issues on the bot with cards to devsupport@webex.com
Add the Salesforce Bot
You can add the Salesforce bot to any Webex space or interact with it in a space.
Your Salesforce administrator must first authorize Webex to access your Salesforce instance before you can start linking your Salesforce account and use the bot to manage notifications or create opportunities. |
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Go to Spaces
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Go to People, click Add people
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Enter ![]() |
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Click Link Account and add your Salesforce account information. When your Salesforce account is linked, in the space with the bot, enter ![]() |
Manage Salesforce Bot Notifications
You can create new notifications or manage existing notifications for actions in Salesforce and you'll get notified in Webex.
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In the space with the Salesforce bot, enter |
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Click Manage Notifications and select a notification type or edit an existing notification.
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Enter a name for your notification, choose your authorization, configure the notification message, and then click Save. ![]() ![]() |
Create a Salesforce Opportunity, Contact, or Task
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In the space with the Salesforce bot, enter |
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Click Create.
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